Bradford
Nichols
Nefpg
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About this Advisor
Bradford Nichols is a financial advisor working in Burlington, Massachusetts with a total of 5 years of industry experience. Nichols is on the advisory team at Nefpg. Throughout their career, they have worked at Raymond James Financial Services, Inc, New England Financial Planning Group, Raymond James Financial Services Advisors Inc and Bradford B. Nichols. Nichols holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Massachusetts, New Hampshire and Texas. Nefpg is a registered investment company that has its headquarters in Burlington, MA. It oversees $203 million in assets under management among its 709 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 709 customer accounts, 32% are associated with high-net-worth individuals who have at least $1 million in assets. Nefpg provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically are based on which service is provided. However, fees charged by Nefpg likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nefpg Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$202,452,763
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
6
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709
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$285,547
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Bradford Nichols Work History
Bradford has been registered as a financial advisor for 5 years.*
New England Financial Planning Group
Bradford B. Nichols
New England Financial Planning Group
Raymond James Financial Services Advisors Inc
Raymond James Financial Services, Inc
New England Financial Planning Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bradford Nichols to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nefpg
Burlington, MA
Burlington, MA
Burlington, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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